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Quant Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1866 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | % |
| Expense Ratio | 2.04 | 2.18 |
| Manager | Kapil Malhotra | Sanjeev Sharma |
| ISIN Code | INF277K010Y2 | INF966L01374 |
| Exits Load | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 1.16% | -0.53% |
| 6 Month | 5.73% | 2.13% |
| 1 Year | -2.46% | -2.33% |
| 3 Year | 13.76% | 12.85% |
| 5 Year | 17.23% | 18.1% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.91% | 1.64% |
| 1 Year | 12.56% | 9.37% |
| 3 Year | 12.52% | 9.93% |
| 5 Year | 13.72% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 17.17% | 13.6% |
| 3 Year | 18.34% | 16.87% |
| 5 Year | 20.03% | 16.18% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.52% | 15.933% |
| Sharp | 0.65% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | -0.40% | 1.751% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Kapil Malhotra | Sanjeev Sharma |
| Total AUM | ₹18472 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 10.53 | 27.88 |
| Large Cap | 67.26 | 64.16 |
| Small Cap | 11.11 | 7.96 |
| Mid Cap | 11.11 | - |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 8.02 | 24.39 |
| Energy | 4.43 | 9.17 |
| Technology | 13.26 | 1.43 |
| Consumer Cyclical | 8.09 | 3.79 |
| Industrials | 9.24 | 9.77 |
| Consumer Defensive | 1.85 | - |
| Financial Services | 27.81 | 21.92 |
| Healthcare | 12.23 | 6.71 |
| Basic Materials | 5.98 | - |
| Real Estate | 3.53 | 7.07 |
| Utilities | 5.57 | 15.76 |
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